Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONESMITH & WOOD ORAL AND MAXILLOFACIAL SURGERY,
EIN 35-2071774Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
45
2005 ST. CHARLES STREET, STE 2 - JASPER, IN 475462271812-482-2280monesmithandwood.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 45 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONESMITH & WOOD ORAL AND MAXILLOFACIAL SURGERY, P.C. PROFIT SHARING PLAN
401k
Assets$7.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MONESMITH & WOOD ORAL AND MAXILLOFACIAL SURGERY, P.C. PENSION PLAN
CashBalance
Assets$2.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONESMITH & WOOD ORAL AND MAXILLOFACIAL SURGERY, P.C. PROFIT SHARING PLAN | 401k | $7.9M | 24 | 2024 | |
| 003 | MONESMITH & WOOD ORAL AND MAXILLOFACIAL SURGERY, P.C. PENSION PLAN | CashBalance | $2.5M | 21 | 2024 |
Retirement plans